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Investment Opinions
European banks: Finally, investors give credit where it’s due
25 April 2024

European banking stocks have delivered impressive returns so far in 2024 (+16.7%* for the sector). Niall Gallagher assesses the factors behind the gains, and explains why he is retaining heavy overweight exposure to European banks.

Charles Hepworth Blog
US economy grew by less than expected in Q1
25 April 2024

But lingering inflation concerns could yet delay Fed interest rate cuts.

Investment Opinions
The key role of commodities
24 April 2024

In this video update Danny Dhingra, Investment Manager, GAM Systematic, highlights what he believes are the key characteristics of commodities, including their potential diversification and inflation hedging benefits against a backdrop of uncertain markets. He also delves into the themes which drive commodity prices and explains how he thinks about and invests in them.